AA Financial Advisors LLC raised its holdings in Capital Group Core Balanced ETF (NYSEARCA:CGBL – Free Report) by 8.7% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 63,844 shares of the company’s stock after purchasing an additional 5,086 shares during the quarter. AA Financial Advisors LLC’s holdings in Capital Group Core Balanced ETF were worth $1,996,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other hedge funds also recently made changes to their positions in CGBL. Hobbs Group Advisors LLC increased its position in Capital Group Core Balanced ETF by 257.4% during the third quarter. Hobbs Group Advisors LLC now owns 3,217 shares of the company’s stock worth $100,000 after acquiring an additional 2,317 shares during the period. Thurston Springer Miller Herd & Titak Inc. raised its position in shares of Capital Group Core Balanced ETF by 39.8% in the fourth quarter. Thurston Springer Miller Herd & Titak Inc. now owns 3,382 shares of the company’s stock valued at $106,000 after buying an additional 962 shares in the last quarter. Ashton Thomas Securities LLC acquired a new stake in shares of Capital Group Core Balanced ETF in the third quarter valued at approximately $141,000. Tudor Financial Inc. bought a new stake in shares of Capital Group Core Balanced ETF in the fourth quarter valued at approximately $202,000. Finally, Private Trust Co. NA grew its position in Capital Group Core Balanced ETF by 28.0% during the third quarter. Private Trust Co. NA now owns 6,591 shares of the company’s stock worth $205,000 after buying an additional 1,441 shares in the last quarter.
Capital Group Core Balanced ETF Stock Up 0.6 %
Shares of NYSEARCA CGBL opened at $32.16 on Friday. The business has a fifty day moving average price of $31.73 and a two-hundred day moving average price of $31.08. Capital Group Core Balanced ETF has a fifty-two week low of $27.60 and a fifty-two week high of $32.48.
Capital Group Core Balanced ETF Profile
The Capital Group Core Balanced ETF (CGBL) is an exchange-traded fund that mostly invests in target outcome asset allocation. The fund is an actively managed fund-of-funds that offers a balanced approach to total return and capital preservation. The fund employs an active asset allocation strategy to invest in equities, debts, money market instruments, and cash.
See Also
- Five stocks we like better than Capital Group Core Balanced ETF
- The 3 Best Retail Stocks to Shop for in August
- Commvault Systems: Share Price Primed to Vault Higher in 2025
- Are These Liquid Natural Gas Stocks Ready For An Upside Bounce?
- 3 Unsung Beneficiaries of the Stargate Project
- What Are Earnings Reports?
- Starbucks’ CEO-Led Turnaround Gains Traction: New Highs Likely
Want to see what other hedge funds are holding CGBL? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Capital Group Core Balanced ETF (NYSEARCA:CGBL – Free Report).
Receive News & Ratings for Capital Group Core Balanced ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Capital Group Core Balanced ETF and related companies with MarketBeat.com's FREE daily email newsletter.